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January 19, 2013

2012 Roundtable Report Card

Most members of the Barron's Roundtable are active money managers who trade their positions and change their investment opinions as market developments warrant. For those keeping score, here's how our panelists' 2012 picks and pans performed through Dec. 31. The 2012 mid-year Roundtable report card is available free of charge at barrons.com. Data below show both price appreciation and total returns

Scott Black's Picks

Company/Ticker

1/6/12 Price

12/31/12 Price

Change

Total Return

Apache/APA

$97.04

$78.50

-19.1%

-18.4%

CBS/CBS

27.79

38.05

36.9%

38.5

FedEx/FDX

85.49

91.72

7.3%

7.9

Deere/DE

82.30

86.42

5.0%

7.2

BioMed Realty Trust/BMR

18.14

19.33

6.6%

11.4

Digital Realty Trust/DLR

66.72

67.89

1.8%

6.1

Abby Joseph Cohen's Picks

Company/Ticker

1/6/12 Price

12/31/12 Price

Change

Total Return

Edwards Lifesciences/EW

$72.88

$90.17

23.7%

23.7%

Boeing/BA

73.98

75.36

1.9%

4.2

Embraer/ERJ

25.99

28.51

9.7%

11.3

ExxonMobil/XOM

85.12

86.55

1.7%

4.2

JPMorgan Chase/JPM

35.36

43.97

24.3%

26.9

American Express/AXP

48.27

57.48

19.1%

20.3

Domino's Pizza Group/DOM.UK

437 pence

497.40 pence

13.8%

16.9

Marc Faber's Picks

Investment/Ticker

1/6/12 Price

12/31/12 Price

Change

Total Return

BIG-CAP STOCKS

Total/TOT

$50.75

$52.01

2.5%

8.3%

Nestle/NESN.Switzerland

54.00 CHF

59.60 CHF

10.4%

14.0

Novartis/NVS

$57.31

$63.30

10.5%

14.8

Pfizer/PFE

21.57

25.08

16.3%

20.3

SINGAPORE

SATS/SATS.Singapore

S$2.23

S$2.89

29.6%

41.3

Keppel REIT/KREIT.Singapore*

0.89

1.30

46.1%

55.6

StarHub/STH.Singapore

2.90

3.79

30.7%

37.6

Wing Tai Holdings/WINGT.Singapore

0.99

1.87

88.9%

95.5

Fraser & Neave/FNN.Singapore

6.35

9.70

52.8%

55.6

*Name change from K-REIT Asia Management on 10/15/12.

HONG KONG

Sun Hung Kai Properties/16.Hong Kong

HK$98.20

HK$116.20

18.3%

21.7

Swire Pacific/19.Hong Kong

75.45

95.85

27.0%

31.5

Hang Seng Bank/11.Hong Kong

92.90

118.70

27.8%

33.4

INDIA

India Capital Fund*

$52.50

$65.99

25.7%

N.A.

SHORT

International Business Machines/IBM

$182.54

$191.55

4.9%

6.7

Salesforce.com/CRM

101.06

168.10

66.3%

66.3

Australian dollar

A$1=$1.02

A$1=$1.04

*NAV of A shares as of 12/31/2011 and estmated NAV for 12/31/12.

N.A.= Not Available

Mario Gabelli's Picks

Company/Ticker

1/6/12 Price

12/31/12 Price

Change

Total Return

Genuine Parts/GPC

$61.78

$63.58

2.9%

6.1%

Navistar International/NAV

39.13

21.77

-44.4%

-44.4

Dana Holding/DAN

13.16

15.61

18.6%

20.1

Beam/BEAM

50.58

61.09

20.8%

22.4

Fortune Brands Home & Security/FBHS

17.65

29.22

65.6%

65.6

Xylem/XYL

25.17

27.10

7.7%

9.3

Internap Network Services/INAP

5.79

6.93

19.7%

19.7

Cincinnati Bell/CBB

3.16

5.48

73.4%

73.4

Snyder's-Lance/LNCE

22.51

24.12

7.2%

10.0

Ryman Hospitality Properties/RHP*

22.55

38.46

70.6%

78.3

*Name change from Gaylord Entertainment on 10/1/12. Prices adjusted for $6.84 special dividend in stock and cash.

Bill Gross's Picks

FUND

Fund/Ticker

1/6/12 Price/Yield

12/31/2012 Price/Yield

Change

Total Return

Reaves Utility Income/UTG

$24.38/7.0%

$23.82/6.2%

-2.3%

3.9%

Pimco Muni Income II/PML

11.58/6.6

13.16/5.9%

13.6

20.4

Invesco Van Kampen Municipal Opportunity Trust/VMO

14.61/7.1

14.59/6.9%

-0.1

6.9

Fred Hickey's Picks

Company/Ticker

1/6/12 Price

12/31/12 Price

Change

Total Return

iShares Gold Trust/IAU

$15.76

$16.28

3.3%

3.3%

Market Vectors Gold Miners ETF/GDX

53.35

46.39

-13.0%

-12.2

BMC Software/BMC

32.01

39.62

23.8%

23.8

Marvell Technology Group/MRVL

15.72

7.26

-53.8%

-52.7

Microsoft/MSFT

28.11

26.71

-5.0%

-2.0

Brian Rogers' Picks

Company/Ticker

1/6/12 Price

12/31/12 Price

Change

Total Return

Emerson Electric/EMR

$47.15

$52.96

12.3%

15.7%

Ingersoll-Rand/IR*

32.02

39.12

22.1%

22.6

JPMorgan Chase/JPM

35.36

43.97

24.3%

26.9

Thermo Fisher Scientific/TMO

47.62

63.78

33.9%

35.1

Microsoft/MSFT

28.11

26.71

-5.0%

-2.0

Juniper Networks/JNPR

20.43

19.67

-3.7%

-3.7

*Recommendation was closed on 6/4/12.

Oscar Schafer's Picks

Company/Ticker

1/6/12 Price

12/31/12 Price

Change

Total Return

United Rentals/URI

$29.63

$45.52

53.6%

53.6%

Verint/VRNT

27.48

29.36

6.8%

6.8

Crown Holdings/CCK

34.26

36.81

7.4%

7.4

Walgreen/WAG

33.08

37.01

11.9%

14.9

Meryl Witmer's Picks

Company/Ticker

1/6/12 Price

12/31/12 Price

Change

Total Return

Tronox/TROX*

$25.03

$18.25

-27.1%

-15.1%

Rockwood Holdings/ROC

41.06

49.46

20.5%

23.0

Packaging Corp. of America/PKG

25.77

38.47

49.3%

53.2

Globe Specialty Metals/GSM

12.71

13.75

8.2%

10.1

Genworth MI Canada/MIC.Canada

C$21.91

C$22.59

3.1%

8.5

*Adjusted for 5-for-1 stock split.

Felix Zulauf's Picks

Investment/Ticker

Cash

LONG

1/6/2012 Yield

12/31/2012 Yield

10-Year U.S. Treasury*

1.96%

1.76%

Australian 3-year Bond Future**

3.16

2.67

1/6/12 Price

12/31/2012 Price

Change

Total Return

Gold (spot price, per ounce)***

$1,617.95

$1,675.35

3.5%

3.5%

SHORT

Australian Dollar v. U.S. Dollar

A$1=$1.02

A$1=$1.04

Turkish Lira v. U.S. Dollar

$1=1.88 TRL

$1=1.78 TRL

iShares MSCI Emerging Markets Index Fund/EEM

$38.22

$44.35

16.0%

18.0%

*Sell when yield falls to 1.20% [Yield fell to 1.39 on 7/24/12].

**March 2012 and March 2013 contracts.

***Buy when gold prices fall below $1,520, probably some time this summer [Gold fell to a low of $1539.75 on 5/16/12].